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1620 Investment Advisors’s Boston Beer SAM Stock Holding History

1620 Investment Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
1,217
-252
-17% -$51.1K 0.13% 167
2026
Q1 		$338K Buy
1,469
+479
+48% +$108K 0.23% 118
2025
Q4 		$193K Sell
990
-14
-1% -$2.89K 0.13% 160
2025
Q3 		$212K Buy
1,004
+92
+10% +$19.6K 0.14% 143
2025
Q2 		$174K Sell
912
-4
-0.4% -$921 0.12% 160
2025
Q1 		$219K Buy
916
+7
+0.8% +$1.71K 0.17% 140
2024
Q4 		$273K Buy
909
+429
+89% +$129K 0.21% 133
2024
Q3 		$139K Buy
480
+4
+0.8% +$1.11K 0.1% 181
2024
Q2 		$145K Buy
+476
New +$136K 0.11% 182
2022
Q2 		– Sell
-700
Closed -$354K – 140
2022
Q1 		$354K Hold
700
– – 0.39% 90
2021
Q4 		$354K Buy
+700
New +$350K 0.4% 86

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

1620 Investment Advisors's SAM Position: Q2 2026 in Review

1620 Investment Advisors reduced its Boston Beer (SAM) stake by 17% in Q2 2026, selling an estimated $51.1K and leaving 1,217 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #167.

1620 Investment Advisors first reported a position in SAM in Q4 2021 and has held it in 11 quarters since. The position peaked at $354K in Q1 2022. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • 1620 Investment Advisors held 1,217 shares of Boston Beer worth $215K as of Q2 2026.
  • 1620 Investment Advisors sold 252 Boston Beer shares in Q2 2026, an estimated $51.1K.
  • Boston Beer made up 0.13% of 1620 Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • 1620 Investment Advisors first reported a position in Boston Beer in Q4 2021 and has held it in 11 quarters since.
  • 1620 Investment Advisors's Boston Beer position peaked at $354K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.